See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,184 | $127,386-68.5% | $115,037-65.1% | $125,391-68.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.36% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $2,276 | $5,166-56.0% | $4,608-50.6% | $4,866-53.2% |
| Participant deferral / active EE | $5,883 | $6,423-8.4% | $6,026-2.4% | $5,352+9.9% |
| Admin fee / account holder | $90 | $9,516-99.1% | $8,175-98.9% | $9,540-99.1% |